What Does It Mean To Have Your Money Managed? | Women Talk Money | Fidelity Investments скачать в хорошем качестве

What Does It Mean To Have Your Money Managed? | Women Talk Money | Fidelity Investments

If you’re wondering how managed accounts actually work, this session is for you. We’re going behind the scenes to take a deeper look at how money can be professionally managed. We’ll cover different account types, how investments are typically chosen and maintained, and how to help evaluate your account’s performance at Fidelity. 00:00 Introductions 01:07 Where in the planning process do managed accounts come into play and when do we build an investment strategy? 06:13 What type of help with managed accounts can you get at Fidelity? 07:46 What is Strategic Advisers LLC, and how is that group different than financial consultants? 12:34 What are some of the potential benefits of professional management and what’s next in the planning process? 21:48 What are some considerations for Strategic Advisers when designing a managed account and the positions within that account? 26:18 How do you open a professionally managed account and how often should you meet with your advisor or team? 30:00 How often is Strategic Advisers reviewing your managed account, how often are they making changes, and how do they handle market volatility? 34:44 What is rebalancing? 35:55 What are the fees, when would you see them, and how are they paid? 38:22 How do tax sensitivities affect portfolio construction? 40:11 How can you evaluate your managed account and how much money do you need to open one? 41:47 Wrap up Questions? Drop them below 👇 and we’ll reply right in the comments. Subscribe to the Women Talk Money community: https://www.fidelity.com/go/womens-in... Register for upcoming Women Talk Money events: https://fidelityevents.com/women-talk... • To see more videos, subscribe on YouTube:    / fidelityinvestments   • Follow Fidelity on Reddit:   / fidelityinvestments   • Follow Fidelity on Instagram:   / fidelityinvestments   • Follow Fidelity on TikTok:   / fidelityinvestments   • Follow Fidelity on Facebook:   / fidelityinvestments   • Follow Fidelity on LinkedIn:   / fidelity-investments   • Follow Fidelity on Discord:   / discord   • Ask Fidelity on X:   / fidelity   Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 DISCLAIMER: For workplace use, business to assume risk of promoting. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 1207992.2.0